+4,041.8%
WM vs VIAV
+2,402.5%
+1,639.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +8.3% | -10.3% | -2.8% |
| 7D | +1.2% | -4.8% | +6.0% | +1.4% |
| 30D | +13.1% | -38.5% | +51.5% | +17.2% |
| 3M | +3.6% | -29.9% | +33.5% | +5.6% |
| 6M | +8.1% | -46.3% | +54.4% | +11.6% |
| YTD | +8.9% | +59.8% | -50.9% | +0.3% |
| 1Y | +20.3% | +62.3% | -42.0% | +10.5% |
| 3Y | +46.2% | +243.0% | -196.8% | +22.8% |
| 5Y | +59.9% | +80.3% | -20.4% | +41.6% |
| 10Y | +345.6% | +290.0% | +55.6% | +261.2% |
| All | +4,041.8% | +2,402.5% | +1,639.3% | +1,959.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VIAV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling